Executive Assistant – Private Wealth Management & Corporate Administration (m/f/d)

To strengthen our team, we are looking for an experienced, committed and service-oriented personality to support our Private Wealth Management and the Management in organisational and administrative matters. In this versatile position, you will take on a central coordination and interface role, be in direct contact with our clients and business partners, and support the Management in operational and corporate matters.

We are looking for someone who works independently, proactively and in a structured manner, brings a high degree of discretion and enjoys a varied range of tasks in a professional financial services environment.

Private Wealth Management (approx. 70 %)

• Personal and organisational assistance to the Managing Director responsible for Private Wealth Management in day-to-day operations.
• Independent coordination of appointments and calendars, correspondence, and the organisation and follow-up of client meetings, meetings and business trips.
• Direct communication with clients, custodian banks and business partners, including handling administrative client requests, requesting missing documents and coordinating appointments.
• Planning and organising client events and Private Wealth Management events.
• Preparing professional PowerPoint presentations for client meetings and for meetings of the Management and the Board of Directors.
• Administrative support in preparing client applications, KYC documentation and ongoing processes within Client Lifecycle Management.
• Central coordination and administration of user access and access rights at the connected custodian banks.
• Preparing and processing travel and expense reports.
• Coordinating internal alignment and independently following up on tasks and open items within Private Wealth Management.

Management & Corporate Administration (approx. 30 %)

• Administrative and organisational support to the Management in cross-company matters.
• Preparing and organising meetings of the Management and the Board of Directors, and drafting the minutes based on the discussions.
• Managing and updating signatory powers, powers of attorney and the related corporate documentation.
• Maintaining the company website and social media channels, including coordination with external service providers.
• Planning and organising internal company events.
• Supporting the preparation of presentations and other corporate documents.

• At least 5 years of professional experience in a comparable assistant role, ideally in private banking, wealth management or the financial services sector.
• Completed commercial training or a comparable qualification.
• Strong organisational skills, a structured and independent way of working, and the ability to coordinate different tasks and priorities efficiently.
• A professional, service-oriented manner and enjoyment of direct contact with demanding clients and business partners.
• Very good knowledge of MS Office, especially PowerPoint, Outlook, Word and Excel.
• Excellent communication skills, a high degree of discretion, reliability and sense of responsibility.
• Very good written and spoken German and English; knowledge of French is an advantage.
• A proactive, solution-oriented way of working and a strong team spirit.

If you are looking for a personal and pleasant working environment characterised by flat hierarchies and collegial cooperation, you will feel at home with us.

In addition to performance-based remuneration, we offer a modern and versatile workplace where you can contribute your skills and ideas.

Please send your application preferably by e-mail to recruitment@bpam.lu.